Copia Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Copia Wealth Management’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$621	Hold	23	–	–	﹤0.01%	528
2026 Q1	$612	Hold	23	–	–	﹤0.01%	491
2025 Q4	$644	Hold	23	–	–	﹤0.01%	488
2025 Q3	$640	Hold	23	–	–	﹤0.01%	446
2025 Q2	$630	Hold	23	–	–	﹤0.01%	435
2025 Q1	$563	Hold	23	–	–	﹤0.01%	422
2024 Q4	$530	Buy	+23	New	+$572	﹤0.01%	392

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Copia Wealth Management's RWX Position: Q2 2026 in Review

Copia Wealth Management held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q2 2026 at 23 shares worth $621. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Copia Wealth Management first reported a position in RWX in Q4 2024 and has held it in 7 quarters since. The position peaked at $644 in Q4 2025. 115 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Copia Wealth Management held 23 shares of State Street SPDR Dow Jones International Real Estate ETF worth $621 as of Q2 2026.
Copia Wealth Management left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #528 holding.
Copia Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $644 in Q4 2025.
115 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.